Organise your finances
26 January 2024Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...
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Learn moreWhat is “value” and how do you measure it?
Value is often defined by a person’s individual perception, and this is influenced by their unique circumstances, beliefs and needs. Given that value is perceived, how do you then measure or quantify the value of financial advice to different individuals?
Good financial advice is so much more than this and will add significant value not only to your financial position but to your life as a whole.
How do we provide you with valuable financial advice?
At Maximus we will give you clarity around which of your goals and objectives are priorities. We will provide realistic expectations as well as financial education. Your Maximus adviser will also address areas such as legislative change, estate planning and insurance needs, while co-ordinating with the other specialists, such as through our partnership with the internationally renowned research and asset management group Morningstar Inc, as well as fiduciary services and stock broking organisations . This will assist to simplify your life, and more importantly to provide peace of mind.
Recent articles
Last chance to save tax
25 January 2024The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of...
Outlook for 2024
7 December 2023There will of course be headwinds in 2024 and some of these are clearly evident – the wars in Ukraine and the Middle East, geo-political tensions between east and west, China’s...
2023 in retrospect
4 December 2023Certainly 2023 has been a momentous year globally with firstly the continuing war in Ukraine and its economic consequences plus the sudden conflagration in the Middle East. The economic slowdown in...
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